Planning matters

Avoid Running with the Crowd

Human beings are wired to go along. Instincts serve us well in many areas, such as avoiding danger or stress. But a reliance on “a gut feeling” is at odds with successful investing, and is a key reason investors fail to achieve satisfactory long-term results. There are several deeply-rooted biological impulses that investors must strive…

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Keep Your Eyes on the Big (Tax) Picture

While we offer many services, including tax planning and tax return preparation, Johnson Bixby’s true strength is our focus on the big picture.

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HSA vs. FSA – Which is Better?

We’re putting two of the least-understood employee benefits in a head-to-head contest. Last week, we covered the pros and cons of the Flexible Spending Account (FSA). This week, we’re giving equal time to the newer, even less understood Health Savings Account (HSA).

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HSA vs. FSA – Which is Better?

These two healthcare savings options are frequently misunderstood, confused with one another, and under-utilized. Don’t overlook the opportunity to participate in either one, if you have the option available, as they can be great tax and retirement savings vehicles. Let’s take a look at each one more closely.

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Changing Jobs? What You Need to Know (Part 2 of 2)

There are a lot of financial aspects to consider as you look forward to starting a new job. Part 2 of this two-part series goes over a list of items to think through as you get underway with your new employer.

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